Installing and Using the Zoom For Outlook Add-In

In this article:

What is Zoom For Outlook?

Zoom for Outlook is an add-in that can be used with either Mac/Windows Outlook or Outlook Web Access (OWA). It allows you to easily create Zoom events and invites directly in your calendar. (for further Office365 integration, please see this Zoom Support article)

Installation instructions

Outlook Web Access (OWA)

  1. Go to Zoom for Outlook in the Microsoft App Store.
  2. Click Get It Now.
  3. Follow the Microsoft App Store prompts to complete the installation.

Outlook 2016/2019

  1. Open Outlook and click File then Manage Add-ins. Outlook will open a browser to manage your add-ins.
  2. Click the (+) plus icon then Add from the Office Store.
  3. Search for Zoom for Outlook and click Get It Now.
  4. Follow the Microsoft App Store prompts to complete the installation.

Using Zoom for Outlook (Outlook Web Access)

Scheduling a meeting

  1. Open your Outlook web calendar and click New to create a new calendar event.
  2. Enter meeting details like the title, location, and guest list.
  3. Click the three dots (...) in the top toolbar. You will see the Zoom sidebar open, prompting for your Zoom credentials.
  4. Click Zoom
  5. Click Add a Zoom Meeting
  6. Sign in to your Zoom account. If you are already signed in to the Zoom web portal, it will log you in automatically.

Viewing, editing, and removing meetings

  1. Open your Outlook Web Calendar.
  2. Click on a Zoom meeting, and click Edit.
  3. Click the three dots (...) in the top toolbar. Sign in to your Zoom account if prompted.
  4. Click Zoom.
  5. Click Settings.
  6. Change your meeting options and click Update to apply the changes.
  7. (Optional) Click Remove, if you want to delete the Zoom meeting from the event. 

Using Zoom for Outlook (Outlook 2016/2019)

Scheduling a meeting

  1. Open the Outlook desktop app and switch to calendar view.
  2. In the Home tab, click New Meeting.
  3. Enter meeting details like the title, location, and guest list.
  4. In the Meeting tab, click Add a Zoom Meeting.
  5. Select your desired video, audio and meeting settings. Click Add Zoom Meeting to add Zoom join details to the meeting.

Viewing and editing meetings

  1. Open the Outlook desktop app and switch to calendar view.
  2. Double-click a Zoom meeting to display the meeting details.
  3. Click Add a Zoom Meeting to display the Zoom meeting options.
  4. Change your meeting options and click Update to apply the changes.

 

 

Details

Article ID: 631
Created
Wed 3/17/21 2:27 PM
Modified
Wed 3/17/21 3:22 PM